Procore

Events

• Change Order Request Updated

  Start FLO when there is a change order request is updated on a certain project and contract

• Change Order Updated

  Start FLO when a change order is updated in a certain project

• New Change Order

  Start FLO when there is a new change order in a certain project

• New Change Order Request

  Start FLO when there is a new change order request on a certain project and contract

• New Drawings Published to a Project

  Produces all drawings for each drawing set in a project when new drawings are published to a project.

  Options

  • Company (dropdown): choose the company where your drawings exist. Note: There will likely be one company.

  • Filter Type (dropdown): choose between “Project” or “Vendor”. Note: Vendor is the equivalent to a company associated with a project.

  • Resource (dropdown): choose which resource you want to filter by. Note: If you choose project, you may need to change the options of this card at a later date once this project has been completed.

  Output Fields

  The outputs for this monitor will be the same and consist of the following:

  • Project Id (number): the unique ID for the project. You can pass this Id to other Procore actions, such as read project.

  • Drawing Sets (list of objects): The list of drawing sets associated with the project; each item in this list will have a list of objects of the drawings in the set.

  • Drawing Set Id (number): The unique Id of the drawing set.

  • Drawings (list of objects): The list of drawings that the drawing set contains.

  • Current (boolean): Whether or not the drawing is current.

  • PDF URL (text): The URL where the drawing PDF is located. You would use this field inside of a File - Download function card to download this PDF ot the file system.

  • Drawing Date (text): The date of the drawing.

• New Project

  Start FLO when a new project is created.

• New RFI

  Start FLO when there is a new RFI in a certain project

• New Submittal

  Start FLO when there is a new submittal in a certain project

• Project Updated

  Start FLO when project is updated.

• RFI Initiated

  Start FLO when an existing RFI in a certain project is updated

• RFI Resolved

  Start FLO when an existing RFI in a certain project is updated

• RFI Updated

  Start FLO when an existing RFI in a certain project is updated

• Submittal Updated

  Start FLO when there is a submittal is updated in a certain project

Actions

• Add User to Project

  Add User to Project.

• Create Project

  Create Project.

• Create Project User

  Create a user for a certain project.

  You can find the API details here.

  Inputs:

  • Project
    • Project ID (number): this field is required
  • User
    • First Name (string)
    • Last Name (string): this field is required
    • Initials (string)
    • Job Title (string)
    • Business Phone (string)
    • Business Phone Extension (string)
    • Mobile Phone (string)
    • Fax Number (string)
    • Email Address (string): this field is required
    • Email Signature (string)
    • Active? (true/false)
    • Employee? (true/false)
    • Vendor ID (number)
    • Notes (string)
  • Address
    • Street Address (string)
    • City (string)
    • State Code (string)
    • Zip Code (string)
    • Country Code (string)

  Outputs:

  • Output
    • User ID (number)

• Create RFI

  Create an RFI in a certain project.

  You can find the API details here.

  Inputs:

  • Project
    • Project ID (number): this field is required
  • RFI
    • Subject (string): this field is required
    • RFI Number (number)
    • Draft? (true/false)
    • Reference (string)
    • Location ID (number)
    • Private? (true/false)
    • Due Date (string)
    • Assignee User ID (number): this field is required
    • Received From User ID (number)
    • Responsible Contractor ID (number)
    • RFI Manager ID (number): this field is required and you can find related useful information here.
    • Cost Code ID (number)
    • Drawing Number (number)
    • Specification Section ID (number)
    • Distribution IDs (number)
    • Question Body (string): this field is required
  • Cost Impact
    • Status (dropdown)
      • yes_known
      • yes_unknown
      • no_impact
      • tbd
      • n_a
  • Schedule Impact
    • Status (dropdown)
      • yes_known
      • yes_unknown
      • no_impact
      • tbd
      • n_a
  • Custom Fields
    • Custom Field 1 (string)
    • Custom Field 2 (string)

  Outputs:

  • RFI
    • RFI ID (number)

• Download Project File

  Download Project File.

• Download Project File - Async

  Beta Engine Only - Contact support to become enabled. Download Project File.

• HTTP Request

  Make a custom HTTP request to the Procore API.

• Read All Project Users

  Read All Project Users.

• Read All Projects

  Read All Projects.

• Read All RFIs

  Read all RFIs in a project

• Read Project

  Read Project.

• Read Project File Info

  Read Project File Info.

• Read RFI

  Read an RFI in a certain project

• Search Companies

  Search Companies.

• Search Company Users

  Search Company Users.

• Search Project Files

  Search Project Files.

• Search Project Users

  Search Project Users.

• Update Project

  Update Project.

• Update RFI

  Update an RFI using the RFI ID

• Upload Project File

  Upload Project File.

• Upload Project File - Async

  Beta Engine Only - Contact support to become enabled. Upload Project File.

• Upload Project File Version

  Upload Project File Version.

• Upload Project File Version - Async

  Beta Engine Only - Contact support to become enabled. Upload Project File Version.